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Pinnacle Wealth Planning Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1K Hold
21
– – ﹤0.01% 2387
2026
Q1 		$2.78K Sell
21
-316
-94% -$43.3K ﹤0.01% 2383
2025
Q4 		$44.3K Buy
+337
New +$43.9K ﹤0.01% 1273

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's IJJ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 21 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Pinnacle Wealth Planning Services first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.3K in Q4 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 21 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2387 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $44.3K in Q4 2025.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.